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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
201
Goldstone Financial Group
Illinois
$7.18M +$1.07M +12,120 +17%
FTS
202
Fifth Third Securities
Ohio
$7.14M -$255K -2,891 -3%
BFG
203
Bleakley Financial Group
New Jersey
$7.06M -$350K -3,970 -5%
FAM
204
Forte Asset Management
New York
$6.97M +$57.3K +650 +0.8%
CP
205
Canopy Partners
Ohio
$6.87M -$259K -2,941 -4%
VCA
206
Verdence Capital Advisors
Maryland
$6.86M +$188K +2,133 +3%
SIC
207
Salem Investment Counselors
North Carolina
$6.84M -$213K -2,420 -3%
NW
208
NewEdge Wealth
Pennsylvania
$6.81M -$2.52M -28,616 -27%
IC
209
IEQ Capital
California
$6.8M +$793 +9 +0%
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.73M -$515K -5,842 -7%
GT
211
Greenleaf Trust
Michigan
$6.71M +$108K +1,228 +2%
CWG
212
Cornerstone Wealth Group
North Carolina
$6.71M -$91K -1,033 -1%
Bessemer Group
213
Bessemer Group
New Jersey
$6.53M +$2.24M +25,465 +52%
KPWS
214
Kestra Private Wealth Services
Texas
$6.53M +$4.01M +45,536 +159%
WC
215
Waterloo Capital
Texas
$6.52M -$364K -4,127 -5%
TWM
216
Tolleson Wealth Management
Texas
$6.49M -$8.55K -97 -0.1%
SWM
217
Shelton Wealth Management
Texas
$6.4M -$556K -6,307 -8%
P
218
&Partners
Tennessee
$6.36M +$3.37M +38,211 +112%
ACA
219
Aptus Capital Advisors
Alabama
$6.36M +$5.55M +63,024 +691%
WW
220
Westshore Wealth
California
$6.34M -$120K -1,357 -2%
OGF
221
Orin Green Financial
California
$6.18M +$41.9K +475 +0.7%
CWM
222
Chesapeake Wealth Management
Virginia
$6.16M +$802K +9,097 +15%
CWP
223
CFM Wealth Partners
Texas
$6.13M +$209K +2,370 +4%
CAM
224
Carret Asset Management
New York
$6.1M +$4.58K +52 +0.1%
NFG
225
Nadler Financial Group
Illinois
$5.98M +$78K +885 +1%
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